Carson Wealth (CWM LLC)’s 1st Source SRCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Sell |
2,697
-440
| -14% | -$27.2K | ﹤0.01% | 2331 |
|
|
2025
Q1 | $188K | Sell |
3,137
-212
| -6% | -$12.7K | ﹤0.01% | 1959 |
|
|
2024
Q4 | $196K | Buy |
3,349
+314
| +10% | +$18.4K | ﹤0.01% | 1834 |
|
|
2024
Q3 | $182K | Buy |
3,035
+1,672
| +123% | +$100K | ﹤0.01% | 1802 |
|
|
2024
Q2 | $73K | Buy |
1,363
+1,198
| +726% | +$64.2K | ﹤0.01% | 2204 |
|
|
2024
Q1 | $9K | Buy |
165
+161
| +4,025% | +$8.78K | ﹤0.01% | 3416 |
|
|
2023
Q4 | $0 | Sell |
4
-16
| -80% | – | ﹤0.01% | 4490 |
|
|
2023
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 4076 |
|
|
2023
Q2 | $1K | Sell |
20
-190
| -90% | -$9.5K | ﹤0.01% | 4059 |
|
|
2023
Q1 | $9K | Sell |
210
-26
| -11% | -$1.11K | ﹤0.01% | 3030 |
|
|
2022
Q4 | $13K | Buy |
236
+16
| +7% | +$881 | ﹤0.01% | 2665 |
|
|
2022
Q3 | $10K | Buy |
220
+25
| +13% | +$1.14K | ﹤0.01% | 2697 |
|
|
2022
Q2 | $9K | Sell |
195
-193
| -50% | -$8.91K | ﹤0.01% | 2665 |
|
|
2022
Q1 | $18K | Buy |
+388
| New | +$18K | ﹤0.01% | 2146 |
|